Change a User's Permission Template in Workforce Planning

Objective

To change a user's permission template in Workforce Planning.

Background

For projects using Workforce Planning, you can manage your workforce using the People List. 

You have several options when creating people in Workforce Planning: 'User', 'Assignable' or 'Both'. People added as a 'User' or 'Both' are required to have a permission template assigned to them. See Create Permissions Templates for Workforce Planning. This tutorial details how to update the person's permission template.

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
    OR
    'Read Only' level permissions or higher on the Workforce Planning tool with the 'Edit People Details' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
• Additional Information
  • Only people added in Workforce Planning can be edited in the People List tool.
  • Permissions templates in Workforce Planning specifically impact what a user can do within the Workforce Planning tool.
  • People who are a 'User' or 'Both' must have a permission template assigned to them.

Prerequisites

• Create Permissions Templates for Workforce Planning
• Add People to Workforce Planning

Steps

1. Navigate to the Company level Workforce Planning tool.
2. Click People and select People List.
3. Locate the user record to modify. Then click on their name.
4. Locate the 'Info' section and click Edit.
5. Locate 'Permission' and select the person's permission level.
6. Click Save.

See Also

• Create Permissions Templates for Workforce Planning
• Edit Permissions Templates for Workforce Planning